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Mark Sheptoff Financial Planning’s SAP SAP Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio SAP Stock Details SAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-23
Closed -$3K – 422
2022
Q1 		$3K Hold
23
– – ﹤0.01% 368
2021
Q4 		$3K Buy
+23
New +$3.21K ﹤0.01% 397

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mark Sheptoff Financial Planning's SAP Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of SAP (SAP) in Q2 2022, closing a stake of 23 shares — an estimated $3K sold.

Mark Sheptoff Financial Planning first reported a position in SAP in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 489 funds tracked by Wall St. Rank hold SAP as of Q2 2022.

  • Mark Sheptoff Financial Planning reported no remaining SAP position as of Q2 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 23 SAP shares in Q2 2022, an estimated $3K.
  • Mark Sheptoff Financial Planning first reported a position in SAP in Q4 2021 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's SAP position peaked at $3K in Q1 2022.
  • 489 funds tracked by Wall St. Rank held SAP as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.